Team & accountants
Can my accountant see my private drafts?
By the Mylo team · Last updated July 1, 2026
Short answer
No. By default a connected accountant sees your submitted and approved expenses plus invoices and reconciliation data, but not your private drafts. They can only open your drafts if you opt in.
There are two separate layers of access, and understanding the split answers the question. Accepting the accountant invite grants org-scoped access to submitted and approved items, plus invoices and reconciliation data. It does not include your private drafts. Removing the accountant revokes that access immediately.
Acting on your behalf is a second, opt-in layer. If you turn on Share all my data with my accountant, you let the firm open your personal receipts and drafts and act for you, for example creating and submitting expenses on your behalf. This is off unless you choose it, so your drafts stay private by default.
When an accountant is acting as you under that opt-in, every action is attributed to the accountant for the audit trail, so it is always clear who did what. That attribution is what makes it safe to delegate: the convenience of someone working on your behalf does not blur the record of who took each action.
How it works in Mylo
- By default, a connected accountant sees submitted and approved expenses plus invoices and reconciliation.
- They do not see your private drafts unless you opt in.
- Accepting the accountant invite grants org-scoped access; removing them revokes it immediately.
- Acting on your behalf is separate and opt-in via Share all my data with my accountant.
- That opt-in lets the firm open your drafts and create or submit expenses for you.
- While acting as you, every action is attributed to the accountant for the audit trail.
Best practices
- Leave drafts private until you are ready; submit when an item is final.
- Only turn on full data sharing if you want your firm to create and submit expenses for you.
- Turn the opt-in back off whenever you want to reclaim sole control of your drafts.